Abound Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172 | Hold |
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|
2025
Q2 | $163 | Hold |
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|
2025
Q1 | $151 | Hold |
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|
2024
Q4 | $159 | Sell |
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|
2024
Q3 | $907 | Hold |
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|
2024
Q2 | $843 | Hold |
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|
2024
Q1 | $882 | Hold |
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|
2023
Q4 | $813 | Hold |
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|
2023
Q3 | $727 | Hold |
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|
2023
Q2 | $761 | Sell |
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|
2023
Q1 | $93.7K | Hold |
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|
2022
Q4 | $90.6K | Sell |
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|
2022
Q3 | $84.2K | Sell |
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|
2022
Q2 | $87.9K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $113K | Buy |
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